Arcadia Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Arcadia Wealth Management, LLC
- $229 Billion
- Q2 2025
A detailed history of Arcadia Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Arcadia Wealth Management, LLC holds 40,762 shares of DFIS stock, worth $1.27 Million. This represents 0.53% of its overall portfolio holdings.
Number of Shares
40,762
Previous 36,681
11.13%
Holding current value
$1.27 Million
Previous $948 Million
28.33%
% of portfolio
0.53%
Previous 0.47%
Shares
5 transactions
Others Institutions Holding DFIS
# of Institutions
274Shares Held
85.5MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp18.7MShares$582 Million0.43% of portfolio
-
Matson Money. Inc.12.5MShares$388 Million12.99% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.34MShares$104 Million0.15% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA2.93MShares$91.2 Million0.36% of portfolio
-
First Citizens Bank & Trust CO2.86MShares$88.9 Million1.31% of portfolio